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BFSG LLC’s SoFi Technologies SOFI Stock Holding History

BFSG LLC’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.8K Hold
1,440
– – ﹤0.01% 488
2026
Q1 		$22.9K Sell
1,440
-60
-4% -$1.26K ﹤0.01% 480
2025
Q4 		$39.3K Hold
1,500
– – ﹤0.01% 427
2025
Q3 		$39.6K Buy
1,500
+1,000
+200% +$23.7K ﹤0.01% 427
2025
Q2 		$9.11K Hold
500
– – ﹤0.01% 515
2025
Q1 		$5.82K Hold
500
– – ﹤0.01% 544
2024
Q4 		$7.7K Hold
500
– – ﹤0.01% 526
2024
Q3 		$3.93K Hold
500
– – ﹤0.01% 556
2024
Q2 		$3.31K Sell
500
-75
-13% -$529 ﹤0.01% 546
2024
Q1 		$4.2K Buy
575
+75
+15% +$596 ﹤0.01% 556
2023
Q4 		$4.97K Buy
+500
New +$3.97K ﹤0.01% 502

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BFSG LLC's SOFI Position: Q2 2026 in Review

BFSG LLC held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,440 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

BFSG LLC first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.6K in Q3 2025. 154 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • BFSG LLC held 1,440 shares of SoFi Technologies worth $25.8K as of Q2 2026.
  • BFSG LLC left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #488 holding.
  • BFSG LLC first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's SoFi Technologies position peaked at $39.6K in Q3 2025.
  • 154 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.